UK Markets Outlook Growth worries starting to build UK markets appear to have become less optimistic over the outlook for the economy against a background of an uncertain global environment, surging oil prices, high and rising inflation and the threat... 4th March 2011 · 1 min read
DM Markets Chart Pack Dollar continues to languish Investors have become more convinced about the prospect of tighter monetary policy in Europe in response to upward pressure on headline inflation and some reasonably encouraging economic news. One... 4th March 2011 · 1 min read
US Data Response Employment Report (Feb.) The 192,000 increase in non-farm payrolls in February is healthy enough, particularly when we take into account the upward revisions to the preceding two months that added an additional 58,000 jobs... 4th March 2011 · 1 min read
UK Housing Market Chart Pack Housing market struggling for direction Last month’s housing market news-flow may have been slightly more positive than of late, but it didn’t change the underlying picture of a market that remains severely depressed. And if unemployment... 4th March 2011 · 1 min read
Asia Economics Update Bank Indonesia's pause will be short-lived Bank Indonesia (BI) paused the tightening initiated last month, leaving the reference rate unchanged at 6.75%. But today’s pause will probably be brief, given that underlying growth has remained... 4th March 2011 · 1 min read
UK Data Response Halifax House Prices (Feb.) The latest decline in the Halifax house price index underlines that the pressures weighing on prices are still very much with us. If, as we expect, these pressures build this year – for example, if... 4th March 2011 · 1 min read
Latin America Economics Update Brazilian consumers still going strong Brazil’s economy grew at a slower-than-expected pace in Q4 but the more worrying news is that the drivers of growth are becoming increasingly unbalanced. 3rd March 2011 · 1 min read
UK Economics Chart Pack Two speed recovery continues A two speed recovery appears to be emerging, with a buoyant manufacturing sector contrasting with a struggling housing and consumer sector. 3rd March 2011 · 1 min read
UK Housing Market Data Response RICS Lettings Survey (Jan.) Strong demand and another fall in supply meant that rents continued their upward trend in the three months to January. But that trend is likely to moderate during 2011 as the worsening sales... 3rd March 2011 · 1 min read
Europe Economics Update ECB signals April rate hike The ECB gave a crystal clear signal today that it has already made the decision to raise interest rates in the near future. We have pencilled in quarter-point hikes in rates in both April and July. 3rd March 2011 · 1 min read
UK Economics Focus Keeping an eye on the 2011 pay round This Focus sets out the key pay settlements which are likely to be concluded in the coming months. A number of settlements have already been concluded this year and data provider IDS has reported that... 3rd March 2011 · 1 min read
Middle East & North Africa Data Response UAE HSBC/Markit PMI (Feb.) February’s PMI data show the UAE’s non-oil private sector’s strong start to the year continues. The index rose slightly to 54.3 in February, up from 54.2 in January. This puts it at its highest value... 3rd March 2011 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q4) & Final Comp. PMI (Feb.) The second estimate of euro-zone Q4 GDP provides some welcome signs that the economic recovery in the region is becoming a little more broad-based. But there are still good reasons to think that the... 3rd March 2011 · 1 min read
UK Data Response UK CIPS/Markit Report on Services (Feb.) February’s UK CIPS/Markit report on services showed that growth in the biggest part of the economy has slowed since January’s post-snow rebound. However, it remains hard to gauge how well the... 3rd March 2011 · 1 min read
Europe Commercial Property Update Will the underperformance of French retail rental values last? Relatively low levels of sentiment among French consumers and retailers alike seems to have prevented the French retail market from undergoing as strong a rental recovery as in some other markets... 3rd March 2011 · 1 min read
